
The KE Report
Jeff Christian - Gold's Surge Then Fall, Global Volatility, Who’s Buying Gold?
Apr 8, 2025
24:40
Jeff Christian, Managing Partner at CPM Group, for a comprehensive look at the recent strength in gold and silver prices amid heightened global uncertainty.
Key themes covered in this interview:
- Gold's sharp rally to over $3,200, followed by a $200 pullback, and why prices are still near record highs.
- Geopolitical and economic drivers including war, inflationary U.S. fiscal policies, and central bank debt that are fueling precious metals demand.
- Who’s buying gold now? A deeper dive into institutional vs. retail investor behavior, including the shift away from ETFs to physical gold.
- Silver as a retail hedge, with increasing demand from cost-conscious investors turning away from high-priced gold.
- Future scenarios: From escalating trade wars to a possible global recession or geopolitical détente, Jeff outlines several paths forward and their implications for gold and silver.
Jeff also shares insights on central bank buying behavior, noting that many are waiting for a pullback to re-enter the market. He outlines why gold remains resilient even during market corrections and how volatility may present buying opportunities in the months ahead.
Click here to visit the CPM Group website to learn more about the firm.
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